Opportunities for strategic conversations with an elite group of high-level industry executives
Lasting impact on Financial Planning’s audience of leaders and decision-makers
Powerful media partnership with Financial Planning, the leading resource for forward-thinking wealth management professionals
Build relationships. Gain awareness. Join the conversation.
Who you’ll meet
Financial Planning’s INVEST hosts some of the industry’s most influential executives in an intimate setting, making it an ideal environment to connect with decision-makers, build relationships and position your brand as a thought leader, solutions provider or partner.